BUSINESS
Despite US Fed’s hawkish stance, rupee still could strengthen over the medium term
Pandemic control, economic recovery and earnings boost could attract more foreign capital inflows
BUSINESS
RBI MFI regulations good on intent, but might be difficult to implement
The central bank wants household income to be the anchor for microfinance lending. But household income might be difficult to assess
TRENDS
Chart of the Day | Long commodity overtakes long Bitcoin as most crowded global trade
Bank of America survey finds investors are ‘bullishly positioned for permanent growth, transitory inflation & a peaceful Fed taper via longs in commodities, cyclicals & financials’
TRENDS
IIP paints a bleak picture of discretionary consumption
The index of consumer durables production was lower in April 2021 than in April 2016
BUSINESS
The Reading List: June 11, 2021
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
BUSINESS
Chart of the Day: This year’s MSPs have been fixed with one eye on inflation
Even with the pressure of farmer agitations, the government has not pressed the MSP pedal too hard this year. Capital markets may be happy but farmers, not as much
BUSINESS
Chart of the Day | India’s output loss from COVID-19 will be 9.3 percent at 2022-end: World Bank
If the Indian economy will not recoup its output losses even at end-2022, what exactly are the equity markets celebrating?
BUSINESS
Is risk aversion the only reason behind tepid bank credit growth?
Companies were deleveraging, and in some instances, switching borrowing to bond markets to take advantage of falling spreads
BUSINESS
COVID-19 in India | Prime Minister Narendra Modi’s speech instils hope, but challenges lie ahead
With confusion over the vaccine policy cleared, there are challenges for both the Centre and state governments. More types of vaccines would mean different protocols for its transfer and administration. Here seamless co-ordination between the Centre and states is essential
BUSINESS
Interview | Indian economy will be back on its feet again by 2021-end: Moody’s Analytics’ Steven Cochrane
Unlike last year when the bounceback was fast, this time the comeback in the third and fourth quarters will be slower, says chief APAC economist of Moody’s Analytics
BUSINESS
The Reading List: June 4, 2021
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
TRENDS
Chart of the Day: Global food prices near previous peak, domestic prices take a breather
FAO index shows edible oils take the crown for price increases. At home, edible oil and sugar prices have risen sharply on the back of global movement while other food items are showing benign trends
TRENDS
Chart of the Day: Rainfall exceeded forecast levels in the past two years
For agriculture, what really matters is the geographical spread and timing of rainfall during the season
BUSINESS
Chart of the Day | The Indian private sector contracted in May
The Services PMI show the sector shrank in May, pulling down the overall economy
BUSINESS
Chart of the Day: Real policy rate is negative in India
The central bank will depend on its arsenal of unconventional measures, including more bond buying, to provide monetary accommodation and support growth
BUSINESS
Chart of the Day | Exports remain strong in May despite lockdowns
Imports, on the other hand, weakened
BUSINESS
Interview | L&T revenues should double in five years without compromising on profitability: CFO R Shankar Raman
L&T revenues should double in five years without compromising on profitability, says CFO R Shankar Raman
BUSINESS
Chart of the Day | Indian home price slump worst in the world
Indian home prices are still about 60 percent higher since 2010 in inflation-adjusted terms, the highest among major economies
BUSINESS
The macro implications of Q4 bank earnings
Corporate NPA cycle turns, but retail, MSME worries will add to bank risk aversion and keep credit growth in check
BUSINESS
The Reading List: May 28, 2021
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
BUSINESS
The key takeaways from RBI’s annual report
Economists aren’t very impressed with the way the central bank generated higher dividends
TRENDS
Interview | PLI good for components, but may not be a gamechanger for ACs: Blue Star MD
India needs to be innovative, have scale and sustainable goals in order to be globally successful, says B Thiagarajan
TRENDS
Chart of the Day | Metals shine on investment plate
Just five industries accounted for nearly two-thirds of new project announcements in 2020-21
BUSINESS
The Reading List: May 21, 2021
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
